Data / Investment advisers / Indiana / Vista Investment Partners
Vista Investment Partners, Richmond, IN: $383 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Vista Investment Partners is an SEC registered investment adviser with its main office in Richmond, Indiana and reports $383 million in regulatory assets under management in its Form ADV filed September 28, 2026. Its clients include high net worth individuals, individuals and corporations and other businesses. It is paid through a percentage of assets under management and fixed fees.
The request: Watch Vista Investment Partners (CRD number 327983): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 327983
- SEC file number
- 801-128904
- SEC status
- Approved, effective October 13, 2023
- Legal name
- Vista Investment Partners II, LLC
- Main office
- One Woodside Drive, Richmond, IN 47374
- Phone
- (765) 962-5153
- Website
- vistainvestment.net
- Regulatory AUM
- $383,145,824 in the Form ADV filed September 28, 2026
- Discretionary AUM
- $383,032,870
- Non discretionary AUM
- $112,954
- Accounts
- 1,548
- Employees
- 12, of which 6 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, fixed fees
- Other offices
- 1
- Form ADV Item 11 disclosures
- Reported: other federal, state or foreign regulatory actions
- Latest Form ADV filing
- September 28, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 94 | $249.3 million |
| Individuals (other than high net worth individuals) | 397 | $126.4 million |
| Corporations or other businesses | 3 | $6 million |
| Charitable organizations | Fewer than 5 | $1.6 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $383.1 million | March 31, 2026 |
| December 1, 2025 | $321.8 million | March 31, 2025 |
Other advisers in Indiana
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Qbox Fiduciary Solutions, LLC | Fort Wayne | $429.2 million | Not listed | adviserinfo.sec.gov |
| Axiom Financial Strategies Group, LLC | New Albany | $404.1 million | Not listed | adviserinfo.sec.gov |
| Forum Private Client Group | Fishers | $403.3 million | Not listed | adviserinfo.sec.gov |
| Oxinas Partners Wealth Management | Jeffersonville | $391 million | Not listed | adviserinfo.sec.gov |
| Intrepid Financial Planning Group, LLC | Carmel | $390.4 million | Not listed | adviserinfo.sec.gov |
| Horizon Investment Services, LLC. | Hammond | $363.8 million | Not listed | adviserinfo.sec.gov |
| Maripau Wealth Management LLC | Fort Wayne | $363.8 million | Not listed | adviserinfo.sec.gov |
| Kessler Investment Group, LLC | Columbus | $359.7 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Indiana
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Vista Investment Partners on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.